Hardin Capital Partners’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Hardin Capital Partners’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$434K	Buy	2,846 +1	+0%	+$149	0.2%	76
2026 Q1	$415K	Buy	2,845 +2	+0.1%	+$298	0.19%	75
2025 Q4	$396K	Buy	2,843 +351	+14%	+$48.8K	0.19%	74
2025 Q3	$349K	Sell	2,492 -49	-2%	-$6.83K	0.19%	84
2025 Q2	$351K	Buy	2,541 +410	+19%	+$54.4K	0.21%	84
2025 Q1	$289K	Sell	2,131 -97	-4%	-$13K	0.18%	92
2024 Q4	$294K	Sell	2,228 -70	-3%	-$9.78K	0.18%	89
2024 Q3	$321K	Sell	2,298 -10	-0.4%	-$1.35K	0.18%	85
2024 Q2	$294K	Buy	+2,308	New	+$297K	0.19%	86

Other funds holding SDY

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

1SB

1ST Source Bank South Bend, Indiana $2.21B AUM 28.75% 1-Year Est. Return

JSAM

J. Safra Asset Management New York $2.17B AUM 29.66% 1-Year Est. Return

Hardin Capital Partners's SDY Position: Q2 2026 in Review

Hardin Capital Partners increased its State Street SPDR S&P Dividend ETF (SDY) stake by 0.04% in Q2 2026, buying an estimated $149 and bringing the position to 2,846 shares worth $434K. The position accounts for 0.2% of the portfolio, ranked #76.

Hardin Capital Partners first reported a position in SDY in Q2 2024 and has held it in 9 quarters since. 819 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Hardin Capital Partners held 2,846 shares of State Street SPDR S&P Dividend ETF worth $434K as of Q2 2026.
Hardin Capital Partners bought 1 State Street SPDR S&P Dividend ETF share in Q2 2026, an estimated $149.
State Street SPDR S&P Dividend ETF made up 0.2% of Hardin Capital Partners's portfolio in Q2 2026, its #76 holding.
Hardin Capital Partners first reported a position in State Street SPDR S&P Dividend ETF in Q2 2024 and has held it in 9 quarters since.
819 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Hardin Capital Partners's 13F filing for Q2 2026, filed 7 Jul 2026.